Sponsor portfolio
Q2 WEALTH MANAGEMENT LLC
EIN 86-3307520financial servicesLatest filing 2025
Plans
1
Retirement
1
$259K assets
Welfare
0
Participants
5
1792 ALYSHEBA WAY, STE 150 - LEXINGTON, KY 40509859-216-2169q2wealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | Q2 WEALTH MANAGEMENT LLC PLAN 401K | 401k | $259K | 5 | 2025 |
Retirement plans